Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jieun? Claim Your ProfileJieun Lee is a registered Investment Advisor Representative with M1 Finance. Jieun has been in the financial services industry since 2019 and has worked with various companies, including J.P. Morgan Securities LLC and Tesla. Jieun is licensed in Illinois.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
IL
04/23/2024 - Present
M1 Finance (CHICAGO IL)
IL
11/23/2020 - 01/03/2023
M1 FINANCE LLC (CHICAGO IL)
IL
07/18/2019 - 11/20/2020
J.P. MORGAN SECURITIES LLC (NAPERVILLE IL)
BOTH
Issued 09/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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